KCM

Kanawha Capital Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$671M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$497K
3
+$292K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$271K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$230K

Top Sells

1
+$582K
2
+$294K
3
+$266K
4
CC icon
Chemours
CC
+$236K
5
NKE icon
Nike
NKE
+$230K

Sector Composition

1 Technology 15.13%
2 Healthcare 12.83%
3 Financials 12.18%
4 Industrials 11.8%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 3.45%
234,521
-1,164
2
$20.1M 2.99%
209,922
-3,075
3
$18.2M 2.71%
77,904
-807
4
$17.5M 2.61%
144,454
+480
5
$16.7M 2.5%
361,740
-4,140
6
$15.6M 2.32%
197,894
-1,559
7
$15.5M 2.31%
312,042
-1,808
8
$15.2M 2.27%
113,597
-640
9
$14.6M 2.17%
157,466
-1,085
10
$14.4M 2.15%
132,540
+497
11
$14M 2.09%
360,355
+450
12
$14M 2.09%
179,251
+110
13
$13.8M 2.05%
172,761
-2,885
14
$13.2M 1.97%
70,820
+135
15
$12.9M 1.93%
156,244
-1,486
16
$12.9M 1.92%
78,547
-246
17
$12.8M 1.91%
81,942
-624
18
$12.7M 1.89%
295,371
+3,621
19
$12.3M 1.84%
97,653
-651
20
$12.1M 1.8%
73,442
+494
21
$12M 1.79%
86,871
+610
22
$11.8M 1.76%
113,126
-65
23
$11.6M 1.72%
208,544
-610
24
$11.1M 1.65%
162,723
+2,042
25
$10.3M 1.54%
169,650
-340
1
2 3 4 5